- October 13, 2025
Estate Litigation: Should You Hire Your Own Experts or Share Costs?
Expert witnesses play an important part in California estate and trust litigation. In disputes regarding issues such as undue influence,…Read Article - October 10, 2025
Law Practice Succession Planning: The Importance of Staying in Control
By Kimberly R. McGhee As attorneys, we are trained to anticipate risk and protect our clients from uncertainty. Yet many…Read Article - October 10, 2025
Court of Appeal Revives Trust Dispute, Green-lights Reformation Claim
By Natalie E. Ortiz Reversing a San Diego probate judge in a trust dispute, the California Court of Appeal held…Read Article - October 8, 2025
A White Glove Law Firm: Compassionate Client-Focused Advocacy
What Clients Look for in a SoCal Trust & Estate Litigation Firm When families in Southern California face disputes over…Read Article - October 7, 2025
Read This Before You Disinherit a Beneficiary: Part 1
By Natalie E. Ortiz Disinheriting someone from an estate is a big decision, one that requires careful consideration and precise…Read Article - September 22, 2025
Contested Powers of Attorney: Rolling Back Damage and Tracing Transfers
By Natalie Ortiz In California estate and trust litigation, powers of attorney (POAs) are often central to disputes involving financial elder…Read Article - September 17, 2025
Undue Influence Case Fades Away at U.S. Supreme Court, But Lessons Endure
The legal saga surrounding the estate of Dr. Laura Dean Head—a respected professor at San Francisco State University—is a powerful…Read Article - September 15, 2025
Undue Influence or Lack of Capacity: Which Theory Fits Your Facts?
By Natalie Ortiz In California estate and trust litigation, attorneys often face a choice and must carefully evaluate whether to…Read Article - September 8, 2025
Breach of Fiduciary Duty in California Estate Law
Legal Standards, Proof, and Remedies Under California estate law, fiduciaries—including trustees, executors, and administrators—are legally obligated to act in the…Read Article - September 2, 2025
Elder Abuse: Red Flags and Remedies for Families and Estate Planners
The numbers are disturbing. Elder abuse—especially financial exploitation—is all too prevalent and is a serious concern in estate planning and probate litigation. Whether it’s a…Read Article - September 2, 2025
Elder Abuse: Resources for Estate Planners and Families
As discussed in our previous post – Elder Abuse: Red Flags and Remedies for Families and Estate Planners – addressing elder exploitation…Read Article - August 25, 2025
What to Bring to Your First Estate Litigation Consultation
Considerations for a Productive and Informed Assessment of Your Dispute When a dispute arises over a trust, will, or estate,…Read Article
